Position in DIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,207
-$21 QoQ
Shares Held
158
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,828
of 2,924 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $42,191 across 4 Entertainment names. DIS ranks #2 (36.0% of the industry book) .
All Filings in DIS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,207 | 158 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $15,228 | 158 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,975 | 158 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,518 | 153 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,973 | 153 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,101 | 153 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $76,182 | 792 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $74,566 | 751 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $89,567 | 732 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,356 | 159 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||